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JEF vs SPGI
Which Stock Would AI Choose? Jefferies Financial Group (JEF) vs. S&P Global (SPGI) Stock Comparison
Key Takeaways
- JEF operates as an investment bank with exposure to capital markets and M&A activity, while SPGI provides data, ratings, and benchmarks with recurring revenue streams.
- Recent weeks showed JEF trading near $48 amid mixed analyst targets and upcoming Q3 results, contrasted with SPGI near $405 supported by strong Q2 growth and AI initiatives.
- JEF reported record investment banking revenues in Q2 2026 but faces reputational considerations from asset management exposures; SPGI delivered 10% revenue growth and raised share repurchase guidance post-Mobility spin-off.
- Sector positioning differs: JEF benefits from potential M&A revival, whereas SPGI leverages AI adoption and benchmark product strength for more stable momentum.
- Valuation metrics indicate JEF trades at a lower P/E relative to SPGI, with the latter showing higher margins and analyst conviction.
- Relative performance in recent market activity reflects SPGI’s scale advantage versus JEF’s cyclical sensitivity.
Introduction
Investors and traders often compare JEF and SPGI to assess opportunities across financial services. Jefferies Financial Group provides investment banking and capital markets services, while S&P Global delivers ratings, data, and indices. This comparison appeals to those evaluating cyclical versus recurring-revenue models, relative performance in current market conditions, and positioning within the broader financial sector. Market participants seeking diversified exposure or sector rotation insights may find the analysis useful for understanding trade-offs in growth drivers and risk profiles.
JEF Overview and Recent Performance
Jefferies Financial Group Inc. engages in investment banking, capital markets, and asset management. In recent weeks, shares traded around $48, within a 52-week range of $35.53 to $71.04. Q2 2026 results highlighted record investment banking advisory and underwriting net revenues alongside equities performance, with revenue reaching $2.21 billion and EPS of $1.02. Institutional ownership stands near 61%, and the company maintains a quarterly dividend of $0.40 with an active share repurchase program. Sentiment has been influenced by analyst views on potential M&A recovery, tempered by mixed ratings and developments in asset management. Upcoming Q3 earnings are scheduled for late September 2026.
SPGI Overview and Recent Performance
S&P Global Inc. supplies credit ratings, market intelligence, indices, and energy data. Shares recently hovered near $405, with a 52-week range of approximately $382 to $552. Following the July 2026 Mobility Global spin-off, Q2 results showed 10% revenue growth to $4.146 billion and adjusted EPS of $4.83. The company announced acquisitions including OpenZeppelin in September 2026 to expand on-chain capabilities. AI adoption and productivity measures support margin expansion expectations, while share repurchase guidance exceeds $7 billion for 2026. Recent market activity reflects steady demand for benchmark products and constructive issuance trends in ratings.
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Head-to-Head Comparison
JEF follows a transaction-oriented business model tied to investment banking and capital markets, creating sensitivity to M&A cycles and market volatility. In contrast, SPGI emphasizes recurring revenue from data subscriptions, ratings, and indices, supporting more predictable cash flows and higher operating margins. Recent momentum favors SPGI through AI-driven product enhancements and post-spin-off focus, while JEF contends with episodic catalysts alongside asset management considerations. Risk factors for JEF include cyclical exposure and leverage, versus SPGI’s larger scale and regulatory environment. Sector sentiment positions SPGI with stronger analyst support and growth visibility, whereas JEF offers potentially lower valuation multiples amid recovery themes.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings stability, and catalyst visibility, Tickeron’s AI would currently assign a higher probabilistic preference to SPGI. Its recurring revenue base, AI integration progress, and post-spin-off capital allocation provide a steadier profile relative to JEF’s cyclical sensitivities and recent mixed developments. This assessment reflects relative positioning rather than certainty and does not constitute investment advice.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JEF is a StrongBuy and SPGI is a Buy.
JEF | SPGI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 68 | 70 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 11 Undervalued | 87 Overvalued | |
PROFIT vs RISK RATING 1..100 | 73 | 100 | |
SMR RATING 1..100 | 77 | 56 | |
PRICE GROWTH RATING 1..100 | 60 | 59 | |
P/E GROWTH RATING 1..100 | 86 | 83 | |
SEASONALITY SCORE 1..100 | 50 | 75 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
JEF's Valuation (11) in the Investment Banks Or Brokers industry is significantly better than the same rating for SPGI (87) in the Financial Publishing Or Services industry. This means that JEF’s stock grew significantly faster than SPGI’s over the last 12 months.
JEF's Profit vs Risk Rating (73) in the Investment Banks Or Brokers industry is in the same range as SPGI (100) in the Financial Publishing Or Services industry. This means that JEF’s stock grew similarly to SPGI’s over the last 12 months.
SPGI's SMR Rating (56) in the Financial Publishing Or Services industry is in the same range as JEF (77) in the Investment Banks Or Brokers industry. This means that SPGI’s stock grew similarly to JEF’s over the last 12 months.
SPGI's Price Growth Rating (59) in the Financial Publishing Or Services industry is in the same range as JEF (60) in the Investment Banks Or Brokers industry. This means that SPGI’s stock grew similarly to JEF’s over the last 12 months.
SPGI's P/E Growth Rating (83) in the Financial Publishing Or Services industry is in the same range as JEF (86) in the Investment Banks Or Brokers industry. This means that SPGI’s stock grew similarly to JEF’s over the last 12 months.
| JEF | SPGI | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 79% | 2 days ago 64% |
| Stochastic ODDS (%) | 2 days ago 78% | 2 days ago 69% |
| Momentum ODDS (%) | 2 days ago 65% | 2 days ago 42% |
| MACD ODDS (%) | 2 days ago 63% | 2 days ago 41% |
| TrendWeek ODDS (%) | 2 days ago 61% | 2 days ago 51% |
| TrendMonth ODDS (%) | 2 days ago 63% | 2 days ago 51% |
| Advances ODDS (%) | 13 days ago 74% | 17 days ago 54% |
| Declines ODDS (%) | 2 days ago 67% | 2 days ago 54% |
| BollingerBands ODDS (%) | 2 days ago 78% | 2 days ago 59% |
| Aroon ODDS (%) | 2 days ago 58% | 2 days ago 55% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
JEF’s FA Score shows that 1 FA rating(s) are green while SPGI’s FA Score has 0 green FA rating(s).
- JEF’s FA Score: 1 green, 4 red.
- SPGI’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
JEF’s TA Score shows that 4 TA indicator(s) are bullish while SPGI’s TA Score has 5 bullish TA indicator(s).
- JEF’s TA Score: 4 bullish, 5 bearish.
- SPGI’s TA Score: 5 bullish, 6 bearish.
Price Growth
JEF (@Investment Banks/Brokers) experienced а -1.84% price change this week, while SPGI (@Financial Publishing/Services) price change was -2.48% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -3.85%. For the same industry, the average monthly price growth was -1.27%, and the average quarterly price growth was +10.40%.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was -2.69%. For the same industry, the average monthly price growth was -7.23%, and the average quarterly price growth was +1.61%.
Reported Earning Dates
JEF is expected to report earnings on Jan 13, 2027.
SPGI is expected to report earnings on Oct 22, 2026.
Industries' Descriptions
@Investment Banks/Brokers (-3.85% weekly)These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.
@Financial Publishing/Services (-2.69% weekly)The financial publishing /services sector includes companies that provide informational products and services that are of value to investors, financial/analytics professionals and other interested readers. The products include real-time stock quotes, financial news and analyses. Think S&P Global, Inc., Moody`s Corporation, Thomson-Reuters Corp and IHS Markit Ltd. Information is critical in making financial or investment decisions, and what makes this industry’s output relevant at all times, across various economic conditions.
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JEF and
Correlation & Price change
A.I.dvisor indicates that over the last year, JEF has been closely correlated with RJF. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEF jumps, then RJF could also see price increases.
| Ticker / NAME | Correlation To JEF | 1D Price Change % | ||
|---|---|---|---|---|
| JEF | 100% | -1.29% | ||
| RJF - JEF | 78% Closely correlated | -0.81% | ||
| NDAQ - JEF | 71% Closely correlated | -0.83% | ||
| EVR - JEF | 67% Closely correlated | -1.21% | ||
| MCO - JEF | 66% Closely correlated | -1.14% | ||
| MORN - JEF | 63% Loosely correlated | -2.72% | ||
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SPGI and
Correlation & Price change
A.I.dvisor indicates that over the last year, SPGI has been closely correlated with MCO. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if SPGI jumps, then MCO could also see price increases.
| Ticker / NAME | Correlation To SPGI | 1D Price Change % | ||
|---|---|---|---|---|
| SPGI | 100% | -0.88% | ||
| MCO - SPGI | 88% Closely correlated | -1.14% | ||
| MSCI - SPGI | 71% Closely correlated | -0.55% | ||
| NDAQ - SPGI | 65% Loosely correlated | -0.83% | ||
| MORN - SPGI | 62% Loosely correlated | -2.72% | ||
| JEF - SPGI | 62% Loosely correlated | -1.29% | ||
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